No, I understand the difference between ore and oxides.
What I was saying is that we can meet our target specification of e.g. > 99.95% for Dy, at a steady state, take that product stream and build a NeFeb magnet for the end user that does not meet its specifications. It may get too hot to quick, the magnetic field may not be strong enough, the coercivity may not match their current specifications.
I am happy to be proven wrong and welcome the company to provide an update on offtakes.
Until we see results, actual offtakes with a tier 1 end user, we must challenge the company to keep up their mandatory disclosure requirements.
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